AI Enablement Associate

Wealth Management Platforms

Purchase, NY

The Wealth Management GenAI Team is a dynamic and innovative department that serves as a center of AI enablement across Wealth Management. The team is responsible for deploying advanced tools, platforms, and solutions that utilize generative artificial intelligence to optimize business processes. We oversee content creation, management, and governance to ensure the highest content quality for our AI system to utilize. The team is committed to fostering a culture of continuous learning and evolution in this rapidly changing space.

About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

The Wealth Management GenAI Team is a dynamic and innovative department that serves as a center of AI enablement across Wealth Management. The team is responsible for deploying advanced tools, platforms, and solutions that utilize generative artificial intelligence to optimize business processes. We oversee content creation, management, and governance to ensure the highest content quality for our AI system to utilize. The team is committed to fostering a culture of continuous learning and evolution in this rapidly changing space.

What You’ll Do In The Role

• Support the rollout and scaling of approved AI tools and AI Agents across Financial Advisor and WM teams.
• Assist in delivering hands‑on engagement, including workflow walkthroughs, office hours, and training sessions with Financial Advisors and their teams.
• Help document advisor workflows, pain points, and use cases, and translate them into clear requirements and adoption materials.
• Coordinate day‑to‑day activities for adoption initiatives, including scheduling, content preparation, tracking actions, and follow‑ups.
• Contribute to the creation and maintenance of adoption assets such as how‑to guides, prompt libraries, use‑case catalogs, and training materials.
• Support deployment, testing, and iteration of AI Agents and automation solutions alongside product and engineering partners.
• Collect and synthesize user feedback to identify adoption gaps, enhancement opportunities, and common issues.
• Help track adoption metrics and usage trends; assist in preparing summaries and reports for senior stakeholders.
• Collaborate with cross‑functional partners including product, engineering, legal, risk, compliance, and WM business teams to ensure smooth execution.
• Support field activation programs such as champions/captains networks, agent jams, prompt‑a‑thons, and training events.
• Expected travel: within US, up to 80%, based on business needs

Skills Required

• 2–5+ years of experience in financial services, consulting, operations, technology, product, or change management roles.
• Exposure to Wealth Management, Financial Advisors, or client‑facing teams preferred.
• Bachelor’s degree required.
• Strong interest in AI, automation, and workflow improvement in a regulated environment.
• Demonstrated ability to manage multiple tasks, coordinate stakeholders, and execute reliably.
• Strong analytical, written, and verbal communication skills.
• Execution and follow‑through.
• Curiosity and learning mindset around AI and emerging technologies.
• Structured problem solving.
• Stakeholder coordination and teamwork.
• Clear communication and documentation.
• Adap…